Executive Planning Consultant I

🕒 Outubro 30

🌲 Oregon, Washington – Remoto

🌲 Oregon – Remote ☕ Washington – Remote

💵 $79.000 - $153.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💼 Consultor

👻 Score fantasma 0%

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Fidelity Investments

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1946

💸 Finanças

🤝 B2B

👥 B2C

💰 $2.000.000 Series unknown em 2024-03

Finance • B2B • B2C

A Fidelity Investments é uma empresa de serviços financeiros globalmente diversificada, sediada nos EUA, focada em ajudar clientes individuais e institucionais a alcançarem seus objetivos financeiros. A empresa é conhecida por sua gestão de investimentos (incluindo fundos mútuos e gestão de ativos), serviços de aposentadoria e gestão de patrimônio, plataformas de corretagem e negociação, e serviços para clientes institucionais. A Fidelity opera tanto produtos voltados para consumidores finais, como serviços B2B para empregadores, consultores e instituições; o texto do site também destaca práticas padrão de privacidade/cookies da web e restrições de uso transfronteiriço.

Descrição

• Build, maintain, and deepen relationships with executives and management leaders of Workplace benefit plan clients • Co-create comprehensive wealth planning solutions tailored to executive clients’ needs • Serve as a primary financial planning resource for executives with typically $1 million or less in combined workplace and retail assets • Support college planning, savings goals, and early retirement planning • Partner with VP Executive Planning Consultants on executives’ advanced planning needs • Collaborate with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other executive services associates • Engage new executives and deepen client relationships • Deliver planning and guidance for Fidelity’s Workplace Investing executive clients • Refer executives with higher asset levels or more sophisticated planning needs to Vice President Executive Planning Consultants • Incorporate executive benefits and plan provisions into financial planning • Demonstrate Fidelity products and provide client-centered advice and guidance • Explain how benefit changes could affect executives’ financial well-being • Travel up to 25% as needed

🎯 Requisitos

• Series 7 and 66 licenses required • Insurance license required or ability to obtain within 6 months of hire • Bachelor’s degree or equivalent experience preferred • CFP (Certified Financial Planner) designation encouraged • CEP (Certified Equity Professional) designation encouraged • Experience working with executives and employee benefit plans • Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions • Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning • Ability to use Fidelity’s planning, guidance, and service technology • Ability to comply with complex regulatory obligations imposed by required licenses • Excellent written, verbal, and interpersonal communication skills • Exceptional presentation skills in one-on-one and group settings • Strategic thinking and ability to influence executive decision-making • Effective practice management and execution skills • Ability to introduce executives to investment strategies and identify opportunities to consolidate additional assets • Committed to delivering an outstanding customer experience • Expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning • Coachable, collaborative, and curious attributes • Ability to engage executives through personal interactions and relationship building • Ability to incorporate executive benefits and unique plan provisions into the planning process • Ability to provide client-centered financial planning advice and guidance • Ability to understand corporate culture and executive needs • Ability to travel up to 25% as needed • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefícios

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement benefits • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment and tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation may be included depending on position and eligibility

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